S&P Global Platts

Join us for an exciting Perth Commodity Market Insights Forum 2024

The Perth Commodity Market Insights Forum is a great way to stay informed and connect with your industry peers.

  • Get vital updates on the O&G upstream and metals markets in our two separate tracks
  • Hear from leading S&P Global Commodity Insights editors and analysts
  • Share your views and ask questions
  • Make new connections - interact face-to-face with key decision makers

Don’t miss out on your opportunity to engage and interact with our industry experts as they share insights on key topics affecting the metals, minerals and upstream oil & gas markets. Network with industry peers and our editors who will be on hand to discuss the important stories they see unfolding in the year ahead.

Pre-registration requirement due to capacity constraints

Only pre-registered delegates will be allowed to attend the forum. Please note that we may not be able to accommodate walk-ins or substitution at registration. Limited spaces are available, and registration will close on Friday, May 17, 5pm GMT 8

EVENT STARTS IN


Agenda

  • Metals
  • O&G Upstream

Time

Topic

8:30am

Registration

9:00am

Welcome and Opening Remarks

Tom Stonier, Senior Commercial Director, Oceania, S&P Global Commodity Insights

9:15am

Relevance of robust commodity price benchmarks in a time of global uncertainty

  • Elements for reliable commodity benchmarks
  • Why today's uncertainties makes benchmarks more relevant
  • Platts new benchmark indices – providing a macro view
  • Overview of Platts carbon registry

Annette Hugh, Head of MD&E, S&P Global Commodity Insights

9:45am

Ferrous metals analytics & CI metals analytics product updates

  • EU, US, Turkey and China steel price forecasts
  • Iron ore and coking coal price forecasts
  • China’s steel industry transformation – EAF development
  • What we expect from Chinese government policy in 2023

Paul Bartholomew, Editorial Team Lead, S&P Global Commodity Insights

Jarek Mlodziejewski, Senior Commercial Specialist, Metals, S&P Global Commodity Insights

10:30am

Coffee Break

10:45am

Sustainability in steel markets: A review of the state of affairs

  • Update on Asian steel spot markets
  • Regulatory impact of CBAM on Asian companies
  • Platts carbon-accounted steel assessments
  • The roles of scrap and voluntary carbon markets

Keith Tan, Associate Regional Director, Asia Metals, S&P Global Commodity Insights

11.15am

A new normal in the Asia aluminum value chain: Identifying challenges and opportunities

  • Evolving impact of Russia-Ukraine war on the aluminum chain
  • Seaborne alumina markets in the face of cost pressures, flat demand
  • Supply overhang, sluggish demand dog Asia aluminum
  • Overview of Platts Alumina and Aluminum pricing methodology and specifications

Jenson Ong, Team Lead, Asia Nonferrous Metals, S&P Global Commodity Insights

11:45am

Iron ore's buoyant ride through uncertain demand conditions: A review and outlook

  • Review of main factors affecting iron ore prices
  • Performance of high- and medium-grade ores and brand relativities amid thin steel margins
  • Platts iron ore methodology update

Keith Tan, Associate Regional Director, Asia Metals, S&P Global Commodity Insights

12:15pm

Evolution of battery metals pricing and chemistry: A review and outlook

  • Platts battery metals prices and methodology overview
  • Lithium price volatility on growing supply, changing dynamics
  • NMC cooldown tempers nickel, cobalt prices
  • Outlook of EV market and battery chemistry mix

Jesline Tang, APAC Metals Engagement Lead, S&P Global Commodity Insights

12:45pm

Closing remarks

Tom Stonier, Senior Commercial Director, Oceania, S&P Global Commodity Insights

12:50om

Lunch

Agenda subject to change

Time

Topic

8:30am

Registration

9:00am

Welcome and Opening Remarks

Martyn Smith, Commercial Director, Oceania, S&P Global Commodity Insights

9:15am

Are we seeing a revitalized upstream landscape in Asia Pacific?

This presentation will look the upstream landscape in Asia Pacific which has continued to evolve as energy security remains to be a key priority and at the same time, lower emission initiatives are emerging. This presentation would look to address the following:

  • Exploration and Key Hotspots: Where are large discoveries being made and where will upcoming high impact wells be drilled? Are there emerging strategic enablers for exploration success in the region?
  • Supply/Field Development: What are key trends emerging on developing and putting assets onstream? What are the status of strategic gas development projects in the region?
  • Opportunities and portfolio growth strategies: Where will bid rounds be offered and are there countries planning to offer better fiscal terms? Will M&A activity be sustained with new opportunities available given recent big corporate deals? What strategies are companies taking to generate a stronger portfolio?
  • CCUS in Asia Pacific – What are the status of projects in the region? What are enablers to building hubs?

Antonio Jr. Dimabuyu, Executive Director, Technical Research, S&P Global Commodity Insights

9:55am

Meeting Australia’s domestic gas demand – Will exploration and new development projects play pivotal roles?

This session will look at the evolving domestic gas market in Australia and deep dive into the following:

  • Regional demand outlook vs existing supply – has the gap shifted?
  • Energy security – What are key stranded and emerging resources that could be developed? Can near-term exploration provide support vs LNG imports?
  • Is the domestic above-ground landscape competitive to put new resources onstream?

Joe Keith, Director, Technical Research S&P Global Commodity Insights

10:30am

Coffee Break

10:45am

Global E&P Trends – Issues shaping the future

The Upstream sector has undergone significant volatility over the past decade with the looming pressures of energy transition casting the biggest challenge to date. However, the reality is that the role of oil & gas continues to demonstrate considerable resilience in the energy mix, with demand continuing to grow and will reach record highs over the next few years. For the industry, this possesses several key questions which this session will aim to address:

  • While the shadow of energy transition looms large, there is a growing sentiment change that the role of oil & gas is essential in the overall energy mix. What are the implications of this sentiment change?
  • How are leading companies balancing a dual mandate of oil & gas and low-carbon and given the disparity between returns, is bringing oil & gas back to the forefront?
  • While exploration activity continues to be challenged, is there signs that high impact deepwater exploration is back in play?
  • M&A until recently was muted but with the blockbuster deals in 2023, is this the signal that replacing produced barrels will be done via inorganic M&A?

Nick Sharma, Research and Analysis Executive Director, S&P Global Commodity Insights

11:25am

CCUS Project screening and opportunities

A live demonstration showcasing screening and assessment of carbon storage opportunities through analysis of high emissions projects, infrastructure, depleted fields and dry structures. This presentation will outline recent EDIN enhancements including the CCUS contracts layer and new field level data.

Matthew Quinn, Client Services Associate Director, S&P Global Commodity Insights

11:55am

Streamlining upstream data flow with APIs for effortless automation

  • Introduction of APIs and their typical use cases
  • Showcase of the potential of having multiple Upstream datasets marry into a single dashboard
  • Demonstration of how API-powered technologies can bring about great convenience to a typical Upstream Analyst workflow using data visualization, zooming in on CCUS project screening, and opportunities
  • Potential used cases in an AI-driven world

Jing Wen Wang, Datafeed Specialist, S&P Global Commodity Insights

12:15pm

Offshore costs and supply chain outlook

  • Offshore activity outlook
  • State of offshore supply chain
  • Upstream cost developments
  • Key risks and opportunities in the next 5 years

Ding-Li Ang, Research & Analysis Director,S&P Global Commodity Insights

12:55pm

Closing remarks

Martyn Smith, Commercial Director, Oceania, S&P Global Commodity Insights

1:00pm

Lunch

Agenda subject to change